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In the Sales Management Portal, you can configure privileges for a user. These privileges are useful to tell the system which PGV menu options the user will be able to access. You may configure them using the options of routine TGVA004, as explained below:

The Sales Management Portal lets you change the branch used after

Upon login, the system offers a Toolbar at the top. In it, you can find internet connection data (1st icon), notifications received (2nd icon) and logged sales representative (3rd icon).

When accessing the Home Page, you can view you Sales Indicators, which you can filter by period: Yearly or Monthly.

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• For further information, click here to access the reference document of the routine.

When you access the My Notifications menu option, you can Query all your Notifications, which you may view in formats Table (Desktop Default) or Card (Mobile Default).

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• For further information, click here to access the reference document of the routine.

When you access the My Customers menu option, you can Query your Customers, viewing their Financial Status and other Details through the option View Details.

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• For further information, click here to access the reference document of the routine.

When you access the My Orders menu option, you can Query all your Sales Orders and also Add a New Order.

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• For further information, click here to access the reference document of the routine.

When you access the My Quotations menu option, you can Query all your Sales Quotations and also Add a New Quotation.

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By clicking View Details, you can view information on the quotation and also Create a PDF, Edit and/or Delete the quotation.

• For further information, click here to access the reference document of the routine.

To sync data, the Sales Management Portal APIs use the field S_T_A_M_P_ as a search parameter, which requires adding the key UseRowStamp in TOTVS DBAccess.

[General]
Port=7890

[MSSQL]
environments=environment

[MSSQL/environment]
UseRowStamp=1
memoinquery=1

REST Communication

• The Sales Management Portal communicates with the Protheus server through HTTP requests. For this communication to occur, you need to set some configurations in the APPServer.
• For further information on REST, refer to the reference document of the routine.

[ENVIRONMENT]
	SourcePath=\TOTVS\apo\
	RootPath=\TOTVS\Protheus_data\
	StartPath=\system\
	RpoDb=Top
	RpoLanguage=multi
	RegionalLanguage=BRA
	RpoVersion=120
	dbserver=localhost
	dbdatabase=MSSQL
	dbalias=ENVIRONMENT
	dbport=7890
	TOPMemoMega=30

[Drivers]
	Active=TCP
	MultiProtocolPort=1	
	multiprotocolportsecure=0
	Secure=SSL

[HTTPJOB]
	ENVIRONMENT=ENVIRONMENT
	MAIN=HTTP_START

[HTTPREST]
	BUGS=0
	HSM=0	
	MaxQueue=10	
	Port=8282
	SECURITY=1
	SSL2=0
	SSL3=0
	State=0
	TLS1=0
	URIs=HTTPURI
	Verbose=0	

[HTTPURI]
	AllowOrigin=*
	CORSEnable=0
	Instances=1,2
	OnConnect=REST_CONNECT
	OnExit=REST_EXIT
	OnStart=REST_START
	PrepareIn=All
	URL=/rest/
	Stateless=1

[HTTPV11]
	ADVPL=0
	Enable=1
	Sockets=HTTPREST
	TimeOut=120
			
[HTTPSERVER]
	Enable=0
	Servers=HTTP_REST
​
[HTTP_REST]
	hostname=localhost
	port=9995
	locations=HTTP_ROOT
​
[HTTP_ROOT]
	Path=/rest/
	RootPath=root/web
	ThreadPool=THREAD_POOL
	​
[THREAD_POOL]
	Environment=ENVIRONMENT
	MinFreeThreads=1
	MinThreads=1
	MaxThreads=10

[OnStart]
	JOBS=HTTPJOB
	REFRESHRATE=120

• The Sales Management Portal platform is stored in a TOTVS cloud. For the application to be able to communicate with the Protheus server, you need to configure TOTVS Mingle, which plays the role of a gateway between the application and the Protheus server. Moreover, when you configure TOTVS Mingle, the application begins to use default Protheus Authentication data.
• To configure TOTVS Mingle, the Appserver must have a public IP.
• The system Administrator must request an Alias through the page TOTVS MINGLE and inform the app Sales Management Portal.
• You will receive the access key by e-mail.

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• The Alias received must be the same used for accessing the platform and you must enter it with your Login data.

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To access the Sales Management Portal, the Sales Representative must enter the same User and Password used in TOTVS Backoffice (Protheus Line), besides entering the Alias used by the company.

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For further information on the Alias, access the minimum requirements session.

After clicking the button Enter, the Sales Representative is diverted to the Initial Data Load page, which loads some settings used by the Sales Management Portal.

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This load is executed only in first access or if the user is changed.

When you log onto the Sales Management Portal, the system checks whether the Protheus server version is the same found in the User Portal. If the Sales Representative (user) receives the message below, it means the Repository (RPO) must be updated by applying the latest continuous dispatch package found HERE. The user will be unable to login until the repository is updated to its most recent version.

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In the toolbar, click the button with the user icon.

^{The toolbar is located at the top of the page.}

Then, access the menu option Exit.

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